Lido Advisors, LLC Incresed Positions in Q2 2025

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.61K
+ 6.39%
$83.54 - $100.04 $469K - $561K
93.5K $9.3M
ES
Eversource Energy

Utilities
11.4K
+ 212.0%
$54.25 - $65.89 $618K - $751K
16.8K $1.07M
FNDX
Schwab Fundamental U S Large C

ETFs
25.6K
+ 22.63%
$20.84 - $24.54 $533K - $627K
139K $3.4M
PNR
Pentair PLC

Industrials
4.72K
+ 29.93%
$76.17 - $103.58 $360K - $489K
20.5K $2.11M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.6K
+ 87.73%
$45.12 - $46.23 $704K - $721K
33.4K $1.54M
HPQ
Hp Inc

Technology
33.6K
+ 103.03%
$21.88 - $29.32 $736K - $986K
66.3K $1.62M
CSX
Csx Corp

Industrials
15.6K
+ 24.54%
$26.69 - $32.91 $416K - $513K
79.1K $2.58M
SPOT
Spotify Technology S.A.

Communication Services
244
+ 10.32%
$503.3 - $775.9 $123K - $189K
2.61K $2M
CSL
Carlisle Companies Inc

Industrials
1.82K
+ 264.96%
$317.1 - $408.5 $576K - $741K
2.5K $933K
DELL
Dell Technologies Inc.

Technology
2.01K
+ 13.94%
$71.63 - $125.98 $144K - $253K
16.4K $2.01M
BSCV
Invesco ETF Self Indexed Fd Tr
41K
+ 103.59%
$15.97 - $16.53 $655K - $678K
80.6K $1.33M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.51K
+ 42.97%
$60.34 - $74.89 $453K - $562K
25K $1.87M
ZS
Zscaler, Inc.

Technology
109
+ 1.96%
$174.67 - $315.32 $19K - $34.4K
5.68K $1.78M
VPU
Vanguard Utilities ETF

ETFs
2.87K
+ 9.99%
$158.36 - $178.82 $455K - $514K
31.6K $5.58M
MGEE
Mge Energy Inc

Utilities
7.62K
+ 177.09%
$86.85 - $93.48 $662K - $713K
11.9K $1.05M
BR
Broadridge Financial Solutions, Inc.

Technology
2.63K
+ 20.26%
$217.22 - $246.25 $571K - $648K
15.6K $3.79M
NXPI
Nxp Semiconductors N.V.

Technology
366
+ 1.84%
$153.5 - $218.72 $56.2K - $80.1K
20.2K $4.42M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
62.4K
+ 38.85%
$9.85 - $11.67 $614K - $728K
223K $2.51M
ROP
Roper Technologies Inc

Industrials
1.81K
+ 9.83%
$519.19 - $590.78 $938K - $1.07M
20.2K $11.4M
TSN
Tyson Foods, Inc.

Consumer Defensive
13.9K
+ 63.31%
$54.33 - $63.56 $757K - $885K
35.9K $2.01M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.37K
+ 12.88%
$121.58 - $136.74 $531K - $597K
38.3K $5.2M
RGLD
Royal Gold Inc

Basic Materials
1.18K
+ 4.48%
$155.48 - $186.71 $183K - $220K
27.4K $4.88M
MAR
Marriott International Inc

Consumer Cyclical
37
+ 0.23%
$211.12 - $274.14 $7.81K - $10.1K
16.4K $4.49M
UTG
Reaves Utility Income Fund

Financial Services
822
+ 0.55%
$29.08 - $36.18 $23.9K - $29.7K
150K $5.43M
JCI
Johnson Controls International PLC

Industrials
683
+ 3.5%
$71.14 - $105.62 $48.6K - $72.1K
20.2K $2.13M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.72K
+ 51.73%
$219.76 - $276.94 $378K - $477K
5.05K $1.4M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.3K
+ 25.2%
$201.28 - $266.34 $262K - $347K
6.47K $1.72M
AIQ
Global X Funds Global X Artifi

ETFs
10.5K
+ 96.99%
$31.5 - $43.69 $330K - $458K
21.3K $930K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.57K
+ 17.72%
$248.61 - $294.96 $638K - $757K
17K $4.81M
WRB
Berkley W R Corp

Financial Services
6.99K
+ 71.15%
$64.28 - $75.17 $449K - $525K
16.8K $1.24M
DAL
Delta Air Lines, Inc.

Industrials
2.41K
+ 3.22%
$35.88 - $52.99 $86.4K - $128K
77.2K $3.8M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
45K
+ 3.02%
$18.11 - $18.97 $816K - $854K
1.54M $28.9M
NRG
Nrg Energy, Inc.

Utilities
1.1K
+ 20.01%
$83.61 - $162.67 $91.6K - $178K
6.57K $1.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.89K
+ 4.49%
$57.41 - $74.81 $109K - $142K
44K $3.27M
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.63K
+ 232.63%
$116.09 - $139.09 $421K - $505K
5.19K $721K
TTWO
Take Two Interactive Software Inc

Communication Services
1.74K
+ 71.84%
$194.58 - $243.05 $339K - $423K
4.17K $1.01M
VAW
Vanguard Materials ETF

ETFs
1.22K
+ 2.71%
$163.82 - $196.64 $199K - $239K
46.1K $8.99M
STT
State Street Corp

Financial Services
2.98K
+ 26.72%
$75.33 - $106.34 $224K - $317K
14.1K $1.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.16K
+ 3.62%
$86.93 - $109.64 $101K - $127K
33.3K $3.65M
SQ
Block, Inc.

Technology
8.76K
+ 42.87%
N/A
29.2K $1.67M
LUV
Southwest Airlines CO

Industrials
16.1K
+ 69.25%
$24.04 - $34.36 $387K - $552K
39.3K $1.27M
FAST
Fastenal CO

Industrials
72.4K
+ 100.21%
$40.65 - $83.16 $2.94M - $6.02M
145K $6.08M
SNPS
Synopsys Inc

Technology
105
+ 2.12%
$380.9 - $517.66 $40K - $54.4K
5.06K $2.59M
CCL
Carnival Corp

Consumer Cyclical
2.58K
+ 5.7%
$16.43 - $28.12 $42.4K - $72.6K
47.9K $1.35M
ASTS
Ast Space Mobile, Inc.

Communication Services
458
+ 2.56%
$20.07 - $51.83 $9.19K - $23.7K
18.4K $858K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.9K
+ 10.01%
$24.88 - $25.41 $420K - $429K
186K $4.71M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.95K
+ 27.71%
$310.86 - $348.77 $605K - $678K
8.96K $2.87M
DHI
Horton D R Inc

Consumer Cyclical
3.03K
+ 9.57%
$115.1 - $129.63 $348K - $392K
34.6K $4.47M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.67K
+ 23.89%
$45.88 - $54.4 $306K - $363K
34.6K $1.88M
Activity Summary
Buys All Purchases 861 New Holdings 189 Increased Positions 672 Sells All Sells 472 Reductions 472 Sold out 0 Options Calls 38 Puts 135
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